IQVIA Holdings Inc.
IQV- Exchange
- NYSE
- Industry
- Services-Commercial Physical & Biological Research
- SEC CIK
- 0001478242
In the last 90 days, IQVIA Holdings Inc. insiders filed 0 open-market purchases and 6 sales; 1,091 institutions reported holding it in 13F filings for Q2 2026, worth $30.3B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Greenhaven Associates.
13F holders, Q3 2021
Institutional positions in IQVIA Holdings Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 865
- +23 vs. Q2 2021
- Shares held
- 167.6M
- −965.7K (−0.6%) vs. Q2 2021
- Total value
- $40.2B
- −$699.3M (−1.7%) vs. Q2 2021
- New holders
- 64
- 355 more added
- Sold out
- 41
- 319 more reduced
11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IQV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,091 | $30.3B |
| Q1 2026 | 1,072 | $26.9B |
| Q4 2025 | 1,145 | $36.3B |
| Q3 2025 | 1,008 | $30.1B |
| Q2 2025 | 980 | $25.6B |
| Q1 2025 | 993 | $27.1B |
| Q4 2024 | 1,005 | $30.3B |
| Q3 2024 | 1,066 | $37.2B |
| Q2 2024 | 1,024 | $33.4B |
| Q1 2024 | 1,017 | $40.4B |
| Q4 2023 | 960 | $37.7B |
| Q3 2023 | 945 | $32.2B |
| Q2 2023 | 934 | $36.3B |
| Q1 2023 | 928 | $32.3B |
| Q4 2022 | 925 | $33.4B |
| Q3 2022 | 889 | $29.6B |
| Q2 2022 | 887 | $35.3B |
| Q1 2022 | 898 | $38.2B |
| Q4 2021 | 940 | $47.0B |
| Q3 2021 | 865 | $40.2B |
| Q2 2021 | 853 | $40.9B |
| Q1 2021 | 776 | $32.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding IQVIA Holdings Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 54 | $13.0K | 0.00% | −87−61.7% | Reduced |
| Sound Income Strategies, LLC | 54 | $13.0K | 0.00% | −10−15.6% | Reduced |
| Huntington National Bank | 54 | $13.0K | 0.00% | +45+500.0% | Added |
| ClariVest Asset Management LLC | 51 | $12.0K | 0.00% | −2,900−98.3% | Reduced |
| Bogart Wealth, LLC | 52 | $12.0K | 0.00% | −1−1.9% | Reduced |
| Atlas Private Wealth Advisors | 52 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 49 | $12.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 48 | $11.0K | 0.00% | +48 | New |
| Bell Investment Advisors, Inc | 43 | $10.0K | 0.00% | +43 | New |
| Resolute Partners Group | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38 | $9.00K | 0.00% | +11+40.7% | Added |
| Hanson & Doremus Investment Management | 36 | $9.00K | 0.00% | +36 | New |
| Capstone Investment Advisors, LLC | 38 | $9.00K | 0.00% | +38 | New |
| West Paces Advisors Inc. | 37 | $8.86K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $8.00K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 33 | $8.00K | 0.00% | +17+106.3% | Added |
| Antonetti Capital Management LLC | 35 | $8.00K | 0.01% | +35 | New |
| BBVA USA | 28 | $7.00K | 0.00% | −36−56.3% | Reduced |
| Delta Asset Management LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 29 | $7.00K | 0.00% | +29 | New |
| Systematic Alpha Investments, LLC | 25 | $7.00K | 0.00% | +25 | New |
| Front Row Advisors LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $5.27K | 0.00% | −5,309−99.6% | Reduced |
| Guidance Point Advisors, LLC | 25 | $5.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 17 | $4.07K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 18 | $4.00K | 0.00% | +9+100.0% | Added |
| Bartlett & Co. LLC | 15 | $4.00K | 0.00% | +12+400.0% | Added |
| Cahill Financial Advisors Inc | 15 | $4.00K | 0.00% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 15 | $3.59K | 0.00% | +12+400.0% | Added |
| Lee Financial Co | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 14 | $3.00K | 0.00% | +14 | New |
| Red Tortoise LLC | 17 | $3.00K | 0.00% | +17 | New |
| Lloyd Advisory Services, LLC. | 10 | $2.00K | 0.00% | −1−9.1% | Reduced |
| Crescent Capital Consulting, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $2.00K | 0.00% | +5+100.0% | Added |
| Country Trust Bank | 10 | $2.00K | 0.00% | +10 | New |
| MCF Advisors LLC | 7 | $2.00K | 0.00% | +7 | New |
| D'Orazio & Associates, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Gemmer Asset Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 4 | $966 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2 | $479 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $239 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | +1+50.0% | Added |
| JJJ Advisors Inc. | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 59 | – | – | −53−47.3% | Reduced |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −1,159,528−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −155,329−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −39,884−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −12,698−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −7,234−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,227−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −6,483−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,020−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −4,710−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −4,039−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,856−100.0% | Sold out |
| Signet Investment Advisory Group, Inc. | 0 | $0 | 0.00% | −3,517−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −1,920−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −1,503−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| Bluestein R H & Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Great Point Wealth Advisors, LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |